DYLG vs SCHD
Global X Dow 30 Covered Call & Growth ETF vs Schwab US Dividend Equity ETF
Which is better, DYLG or SCHD?
Multi Alternative against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 54.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DYLG | SCHD |
|---|---|---|
| Expense Ratio | 0.35% | 0.06%Best |
| AUM | $6M | $112.1B |
| Dividend Yield | 9.00% | 3.00% |
| Holdings | 34 | 103 |
| YTD Return | +8.45% | +25.84%Best |
| 1Y Return | +15.09% | +30.18%Best |
| 3Y Return (annualized) | +13.83% | +16.08%Best |
| 5Y Return (annualized) | - | +9.97% |
| Volatility (annualized) | 9.3%Best | 13.3% |
| Max Drawdown | -14.2%Best | -16.1% |
| $10,000 over 3.1 years | $14,459 | $15,158Best |
| Top 10 Weight | 54.9% | 41.8%Best |
| Fund Family | Global X by mirae Asset | Charles Schwab Asset Management |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Jul 25, 2023 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Jul 26, 2023 to Sep 15, 2026 (3.1 years).
DYLG vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.1 years both funds cover.
DYLG vs SCHD Performance
Global X Dow 30 Covered Call & Growth ETF (DYLG) is an ETF from Global X by mirae Asset and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year DYLG returned +15.09% while SCHD returned +30.18%. Year to date, DYLG is up 8.45% versus a gain of 25.84% for SCHD.
Over three years, DYLG compounded at +13.83% per year against +16.08% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 9.3% for DYLG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -14.2% for DYLG and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DYLG charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, DYLG currently yields 9.00% against 3.00% for SCHD.
Holdings Overlap
19.7% of DYLG's money is in holdings SCHD also owns. 29.2% of SCHD's money is in holdings DYLG also owns.
SCHD and DYLG share little of their money.
7 positions in common, counted across the 30 positions we hold weights for in DYLG and 100 in SCHD, against full books of 34 and 103.
What only one of them owns
Our book lists 92 positions for SCHD that do not appear in our book for DYLG (70.7% of the fund), and 23 for DYLG that do not appear in SCHD (80.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
29.2% of SCHD is already inside DYLG.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DYLG or SCHD?
DYLG has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option, by $29 a year on a $10,000 investment.
Which performed better, DYLG or SCHD?
Over the past year DYLG returned +15.09% vs +30.18% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DYLG or SCHD?
SCHD has been the more volatile fund at 13.3% annualized versus 9.3% for DYLG. Worst drawdown: DYLG -14.2% vs SCHD -16.1%.
Should I hold both DYLG and SCHD?
DYLG and SCHD have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between DYLG and SCHD?
29.2% of SCHD's money is in holdings DYLG also owns. 29.2% of SCHD's is in holdings DYLG also owns. They hold 7 positions in common, counted across the 30 positions we hold weights for in DYLG and 100 in SCHD.
Which pays a higher dividend, DYLG or SCHD?
DYLG yields 9.00% while SCHD yields 3.00%, so DYLG currently pays the higher dividend yield.
Is SCHD better than DYLG?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 54.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.